Bank Summary is a web-based app that helps you see all your bank accounts in one place. You don’t need to switch between different bank portals. It keeps your money organized, gives you a clear view of where things stand, and shows a unified statement view across all accounts.

Bank Summary works by securely connecting to your bank accounts using trusted banking APIs. You just log in to the accounts you want to track, and the app takes care of the rest. It pulls in your recent transactions, groups them into smart categories, and shows your balances.

Everything appears clearly in one dashboard. You don’t need to switch between bank websites or update anything manually. It gives you a full view of all your accounts in one place.

No installation is needed. Just log in through your browser and connect the banks you want to view. You can add one or many, depending on what you need. Everything works securely without any software download.

Bank Summary is built to reduce daily effort. It brings everything into one dashboard and updates on its own. You don’t have to log into each bank or check statements one by one.

It shows you what matters, like:

• Grouped categories: rent, payroll, credit card bills, vendor payments
• Periodic syncing across all linked accounts
• A full balance view across banks in one place
• Clean exports you can use for taxes, budgeting, or reports

Yes. You can change the name of any category to match how you prefer to track your expenses. For example, if you want to rename “Miscellaneous Expense” as “Office Supplies,” you can do it. Bank Summary lets you adjust categories to match how you track money.

Yes, Bank Summary supports major U.S. banks like Wells Fargo, Citi, TD Bank, PNC, Discover, Goldman Sachs, and Charles Schwab. It also connects with over 4,000 other banks and credit unions.

If you're not sure about your bank, feel free to ask. We're happy to help you find out.

No. There’s no fixed limit. You can add as many bank accounts as you want.

No, you don’t need separate approval. Just enter the required credentials such as your name, email ID, account number, and password. Some banks may also send a one-time password (OTP) to verify the connection. Once verified, your account will connect securely, and you’ll see your data in Bank Summary.

Absolutely! Your data stays private and protected at every step. We follow trusted security standards like ISO 27001 and AICPA SOC, and use strong encryption to keep everything safe. Your login details are never saved or shared, and we don’t sell your data.

Absolutely. You can use Bank Summary for your personal finances too. Whether it’s a savings, current, or joint account, you get a clear view of all your statements in one dashboard. Just link your accounts and it shows where your money’s coming in and going out.

We offer 24/7 customer support backed by a trained and responsive team. Whether it’s a quick question or you’re stuck with something, you can reach out anytime. Use the form on this page or ask for a live session and someone from our team will get back to you quickly.

Transactions and balances in Bank Summary are updated periodically, about once a day. You’ll see your latest account activity without needing to do anything.

No. Connecting your account to Bank Summary does not change anything in your bank. It only reads your transaction data with your permission. You can’t transfer or withdraw money through the app.

Yes. You can download your reports in CSV, DOC, or PDF format to use easily with your budgeting or accounting tools.